Planned Giving

Daniel and Lynn Fazendin

Leaving a legacy - through a planned gift - will help ensure that a Saint John's School of Theology and Seminary education is available to people from all walks of life for generations to come.

What is a Planned Gift?

A planned gift is a future gift made from a source other than current income, typically as part of a comprehensive estate plan.The source of a planned gift could be any asset - a retirement plan, an insurance policy, real estate, cash and securities, and a house or its contents.

Why Make a Planned Gift?

The usual priority in estate planning is creating financial security for family members. Once that security is assured, many people consider making a financial provision to the organizations and institutions that have enriched their lives and the lives of others. Saint John's School of Theology and Seminary is one of those institutions where your legacy gift can support the students and programs you value most.

How to Plan Your Legacy

Specific assets may be designated to in your will or revocable trust. Money in a retirement fund or insurance policy is distributed through a beneficiary designation. Income-generating gifts are created through a gift annuity or charitable remainder trust.